| Lpl Financial LLC | $73.7M | 23,458 | 2026-06-30 |
| Hightower Advisors, LLC | $39.5M | 1,046 | 2026-06-30 |
| Destination Wealth Management | $32.4M | 37 | 2026-06-30 |
| Raymond James Financial Inc | $32.1M | 0 | 2026-06-30 |
| Royal Bank of Canada | $22.3M | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $21.5M | 1,026 | 2026-06-30 |
| Bank of America Corp /de | $20.5M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $19.4M | 10,370 | 2026-06-30 |
| UBS Group AG | $17.6M | 0 | 2026-06-30 |
| Exchange Traded Concepts, LLC | $16.3M | 0 | 2026-06-30 |
| Beacon Harbor Wealth Advisors, Inc. | $14.3M | 6 | 2026-06-30 |
| Osaic Holdings, Inc. | $14.2M | 0 | 2026-06-30 |
| Envestnet Pmc | $12.1M | 60 | 2026-06-30 |
| Morgan Stanley | $11.6M | 23,185 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $11.3M | 2,863 | 2026-06-30 |
| MML Investors Services, LLC | $11.2M | 5,120 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $10.3M | 0 | 2026-06-30 |
| Stifel Financial Corp | $10M | 0 | 2026-06-30 |
| Creative Planning | $9.5M | 1,171 | 2026-06-30 |
| D.A. Davidson & Co. | $8.7M | 689 | 2026-06-30 |
| Corient Private Wealth LP | $7.9M | 674 | 2026-06-30 |
| Chesapeake Financial Advisors | $7.1M | 2 | 2026-06-30 |
| Sowell Financial Services LLC | $6.7M | 108 | 2026-06-30 |
| Sage Capital Management, LLC | $6.6M | 3 | 2026-06-30 |
| Artesa Financial Group | $6M | 2 | 2026-06-30 |
| Spire Wealth Management | $5.9M | 3 | 2026-06-30 |
| Independent Financial Group, LLC | $5.5M | 481 | 2026-06-30 |
| Scotia Capital Inc. | $5.5M | 0 | 2026-06-30 |
| Arkadios Wealth Advisors | $5.3M | 226 | 2026-06-30 |
| Brookstone Capital Management | $5.1M | 337 | 2026-06-30 |
| Williams Jones Wealth Management, Llc. | $5M | 21 | 2026-06-30 |
| McGuire Wealth Management | $4.9M | 3 | 2026-06-30 |
| Rockefeller Capital Management LP | $4.8M | 346 | 2026-06-30 |
| Joseph P. Lucia & Associates, LLC | $4.8M | 3 | 2026-06-30 |
| Cerity Partners LLC | $4.7M | 777 | 2026-06-30 |
| Valley Wealth Managers, Inc. | $4.6M | 47 | 2026-06-30 |
| Edelman Financial Engines | $4.6M | 722 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $4.5M | 1,166 | 2026-06-30 |
| Bluespring Wealth Management, LLC | $3.9M | 50 | 2026-06-30 |
| Ellis Investment Partners, LLC | $3.8M | 18 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $3.8M | 189 | 2026-06-30 |
| Advisory Services Network | $3.8M | 253 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $3.7M | 386 | 2026-06-30 |
| Pacific Wealth Strategies Group, Inc. | $3.7M | 3 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $3.5M | 466 | 2026-06-30 |
| Ashford Capital Management Inc | $3.4M | 3 | 2026-06-30 |
| Aafmaa Wealth Management & Trust LLC | $3.3M | 0 | 2026-06-30 |
| Gts Securities LLC | $3.3M | 0 | 2026-06-30 |
| Apollon Financial, LLC | $3.1M | 20 | 2026-06-30 |
| Vestgen Advisors, LLC | $3M | 58 | 2026-06-30 |
| Mai Capital Management | $3M | 308 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $3M | 480 | 2026-06-30 |
| Jones Financial Companies LLLP | $3M | 0 | 2026-06-30 |
| Viewpoint Investment Partners Corp | $3M | 0 | 2026-06-30 |
| Wealthfront Advisers LLC | $3M | 40 | 2026-06-30 |
| Kestra Advisory Services, LLC | $2.8M | 1,479 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $2.8M | 0 | 2026-06-30 |
| Curbstone Financial Management Corp | $2.6M | 6 | 2026-06-30 |
| Cresset Asset Management, LLC | $2.6M | 212 | 2026-06-30 |
| Curi Capital, LLC | $2.4M | 94 | 2026-06-30 |
| Baird Financial Group, Inc. | $2.4M | 0 | 2026-06-30 |
| Newedge Advisors | $2.3M | 601 | 2026-06-30 |
| Waverly Advisors, LLC | $2.2M | 231 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $2.1M | 550 | 2026-06-30 |
| Mgb Wealth Management, LLC | $2.1M | 0 | 2025-12-31 |
| Mercer Global Advisors Inc /adv | $2.1M | 0 | 2026-06-30 |
| Fmr LLC | $1.9M | 0 | 2026-06-30 |
| Captrust Financial Advisors | $1.9M | 962 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $1.9M | 481 | 2026-06-30 |
| Dumont & Blake Investment Advisors LLC | $1.8M | 3 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $1.8M | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $1.7M | 318 | 2026-06-30 |
| Lido Advisors, LLC | $1.6M | 320 | 2026-06-30 |
| Florin Court Capital LLP | $1.6M | 0 | 2026-06-30 |
| Dakota Wealth Management | $1.6M | 0 | 2026-06-30 |
| Clark Capital Management Group, Inc. | $1.6M | 1 | 2026-06-30 |
| Synovus Financial Corp | $1.5M | 0 | 2025-09-30 |
| Northland Securities, Inc. | $1.5M | 42 | 2026-06-30 |
| Summit Financial, LLC | $1.5M | 229 | 2026-06-30 |
| Ifg Advisory, LLC | $1.5M | 110 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.5M | 0 | 2026-06-30 |
| Vigilare Wealth Management LLC | $1.4M | 4 | 2026-06-30 |
| Bedell Frazier Investment Counselling, LLC | $1.4M | 0 | 2026-03-31 |
| Spartan Wealth Advisory Services LLC | $1.4M | 21 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $1.3M | 206 | 2026-06-30 |
| Independent Wealth Network Inc. | $1.3M | 34 | 2026-06-30 |
| Optimum Investment Advisors | $1.3M | 0 | 2025-09-30 |
| Prairie Wealth Advisors, Inc. | $1.3M | 9 | 2026-06-30 |
| Strategic Wealth Investment Group, LLC | $1.3M | 33 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $1.3M | 103 | 2026-06-30 |
| Vigil Wealth Management, LLC | $1.3M | 3 | 2026-06-30 |
| Focus Partners Wealth | $1.3M | 1,048 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.3M | 334 | 2026-06-30 |
| Perigon Wealth Management, LLC | $1.3M | 92 | 2026-06-30 |
| Instrumental Wealth, LLC | $1.3M | 5 | 2026-06-30 |
| Hilltop Holdings Inc. | $1.2M | 0 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $1.2M | 499 | 2026-06-30 |
| O'Rourke & Company, Incorporated | $1.2M | 2 | 2026-06-30 |
| Crescent Grove Advisors, LLC | $1.1M | 21 | 2026-06-30 |
| Tocqueville Asset Management LP | $1.1M | 32 | 2026-06-30 |
| Bay Capital Advisors, LLC | $1.1M | 5 | 2026-06-30 |
| Mariner, LLC | $1.1M | 0 | 2026-06-30 |
| Private Advisor Group, LLC | $1.1M | 927 | 2026-06-30 |
| Strategic Advisors LLC | $1.1M | 4 | 2026-06-30 |
| Mayflower Advisors | $1.1M | 27 | 2026-06-30 |
| CIBC Bancorp USA Inc. | $1.1M | 0 | 2026-06-30 |
| International Assets Investment Management, LLC | $1M | 122 | 2026-06-30 |
| Savant Wealth Management | $1M | 405 | 2026-06-30 |
| Independent Advisor Alliance, LLC | $1M | 302 | 2026-06-30 |
| Bank of Montreal /can | $990.3K | 0 | 2026-06-30 |
| Schnieders Capital Management, Llc. | $953.1K | 4 | 2026-06-30 |
| Sfmg, LLC | $936K | 16 | 2026-06-30 |
| Milestone Asset Management, LLC | $930K | 11 | 2026-06-30 |
| Principal Securities, Inc. | $917.7K | 1,463 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $915.9K | 0 | 2026-06-30 |
| Smith, Moore & Co. | $914.5K | 45 | 2026-06-30 |
| Armstrong Advisory Group, Inc | $894.8K | 14 | 2026-06-30 |
| Certuity, LLC | $890.9K | 24 | 2026-06-30 |
| Wealthcare Capital Partners, LLC | $877.2K | 8 | 2026-06-30 |
| Snowden Capital Advisors LLC | $876.5K | 122 | 2026-06-30 |
| Clearwater Capital Advisors, LLC | $844.4K | 15 | 2026-06-30 |
| Parallel Advisors, LLC | $820.7K | 75 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $820.2K | 0 | 2025-12-31 |
| Financial Advocates Investment Management | $816.9K | 0 | 2025-09-30 |
| Hcr Wealth Advisors | $813.7K | 10 | 2026-06-30 |
| Prospera Financial Services, Inc. | $811K | 270 | 2026-06-30 |
| Visionary Wealth Advisors | $804.2K | 46 | 2026-06-30 |
| Bouchey Financial Group, Ltd. | $798K | 11 | 2026-06-30 |
| Apollon Wealth Management, LLC | $742.3K | 151 | 2026-06-30 |
| Griffin Asset Management, Inc. | $742.1K | 4 | 2026-06-30 |
| Fairscale Capital, LLC | $737.7K | 3 | 2026-06-30 |
| Pfg Investments, LLC | $730.2K | 0 | 2026-06-30 |
| Tradition Wealth Management, LLC | $726.2K | 23 | 2026-06-30 |
| Laird Norton Wetherby Trust Company, LLC | $725.6K | 0 | 2026-06-30 |
| Nadler Financial Group, Inc. | $725.4K | 16 | 2026-06-30 |
| City Holding Co | $721.4K | 0 | 2026-06-30 |
| Odyssey Capital Advisors, Inc. | $703.9K | 5 | 2026-06-30 |
| Jpmorgan Chase & Co | $693.4K | 0 | 2026-06-30 |
| Laird Norton Wetherby Wealth Management, LLC | $689.2K | 61 | 2025-09-30 |
| Meridian Wealth Management, LLC | $683.2K | 58 | 2026-06-30 |
| Key Client Fiduciary Advisors, LLC | $678.5K | 10 | 2026-06-30 |
| Alpha Cubed Investments, LLC | $669.6K | 0 | 2025-12-31 |
| Gem Asset Management, LLC | $663.6K | 4 | 2026-06-30 |
| Flagship Harbor Advisors, LLC | $641.7K | 60 | 2026-06-30 |
| Equitable Holdings, Inc. | $635.7K | 0 | 2026-06-30 |
| Ranch Capital Advisors Inc. | $626.7K | 6 | 2026-06-30 |
| Dynamic | $614.2K | 75 | 2026-06-30 |
| Game Plan Financial Advisors, LLC | $604.4K | 2 | 2026-06-30 |
| Essex Financial Services, Inc. | $594K | 33 | 2026-06-30 |
| Barclays PLC | $592.4K | 0 | 2026-06-30 |
| Sather Financial Group Inc | $586.6K | 9 | 2026-06-30 |
| Newman Dignan & Sheerar, Inc. | $583.3K | 6 | 2026-06-30 |
| Union Bancaire Privee, Ubp SA | $582.5K | 0 | 2026-06-30 |
| CIBC World Market Inc. | $576.9K | 0 | 2026-06-30 |
| Exencial Wealth Advisors, LLC | $576.2K | 0 | 2026-03-31 |
| Alamea Verwaltungs GMBH | $576.2K | 0 | 2026-06-30 |
| Cwm, LLC | $571.6K | 667 | 2026-03-31 |
| Advantage Trust Co | $569.8K | 0 | 2026-06-30 |
| Investment Partners Asset Management, Inc. | $568.1K | 8 | 2026-06-30 |
| Pointe Capital Management LLC | $565.2K | 6 | 2026-06-30 |
| Kaizen Financial Strategies, LLC | $559.3K | 5 | 2026-06-30 |
| Saxon Financial Group | $558.1K | 15 | 2026-06-30 |
| Aqr Capital Management LLC | $551.2K | 1 | 2026-06-30 |
| Copia Wealth Management | $549.4K | 4 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $545.8K | 170 | 2026-06-30 |
| Alphacore Capital LLC | $539.5K | 69 | 2026-06-30 |
| Massachusetts Wealth Management | $532K | 2 | 2026-06-30 |
| Stonex Group Inc. | $531.2K | 0 | 2026-06-30 |
| Diversify Advisory Services, LLC | $528.7K | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $528.7K | 78 | 2026-06-30 |
| Brown Brothers Harriman Mutual Fund Advisory Department | $524.1K | 0 | 2026-06-30 |
| Florida Financial Advisors, LLC | $523.8K | 857 | 2026-06-30 |
| Three Magnolias Financial Advisors | $514.2K | 5 | 2026-06-30 |
| Pinnacle Associates, Ltd. | $503.7K | 33 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $495.5K | 338 | 2026-06-30 |
| Novadius Wealth Management | $483.9K | 6 | 2026-06-30 |
| Cascade Investment Group, Inc. | $482.7K | 4 | 2026-06-30 |
| Beck Capital Management, LLC | $480.2K | 10 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $473.1K | 3 | 2026-06-30 |
| Larson Financial Group LLC | $464K | 67 | 2026-06-30 |
| Simplex Trading, LLC | $462.1K | 0 | 2026-06-30 |
| Kcm Investment Advisors LLC | $460.9K | 7 | 2026-06-30 |
| Schwarz Dygos Wheeler Investment Advisors LLC | $460.1K | 7 | 2026-06-30 |
| Evercore Wealth Management, LLC | $457.5K | 0 | 2026-06-30 |
| Cahill Financial Advisors, Inc. | $454.9K | 12 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $451.3K | 0 | 2026-06-30 |
| Seelaus Asset Management, LLC | $447.5K | 20 | 2026-06-30 |
| Alhambra Investment Management LLC | $440K | 5 | 2026-06-30 |
| Rpg Investment Advisory, LLC | $438.9K | 2 | 2026-06-30 |
| Truist Financial Corp | $437.9K | 0 | 2026-06-30 |
| Wealthspire Advisors, LLC | $436.8K | 237 | 2026-06-30 |
| Sax Wealth Advisors, LLC | $435.9K | 42 | 2026-06-30 |
| Mgo One Seven LLC | $422.8K | 118 | 2026-06-30 |
| Ameliora Wealth Management Ltd. | $419.7K | 0 | 2026-06-30 |
| &partners | $418.9K | 555 | 2026-06-30 |
| US Bancorp | $416.2K | 0 | 2026-06-30 |
| Mustico Financial Group, Inc. | $415.7K | 4 | 2026-06-30 |
| Modern Wealth Management, LLC | $413.7K | 161 | 2026-06-30 |
| Apella Capital, LLC | $413.5K | 104 | 2026-06-30 |
| Montecito Bank & Trust | $408.2K | 0 | 2026-06-30 |
| Glenmede Trust Co NA | $407.8K | 6 | 2026-06-30 |
| Capstone Wealth Management Group, Inc. | $407.5K | 5 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $400.6K | 11 | 2026-06-30 |
| Harmony Asset Management LLC | $399.9K | 7 | 2026-06-30 |
| Hudson Value Partners, LLC | $398.7K | 3 | 2026-06-30 |
| Ipg Investment Advisors LLC | $389.8K | 40 | 2026-06-30 |
| Joel Isaacson & Co., LLC | $388.6K | 15 | 2026-06-30 |
| Primoris Wealth Advisors, LLC | $388K | 6 | 2026-06-30 |
| Financial Partners Group, Inc | $388K | 9 | 2026-06-30 |
| Core Wealth Partners LLC | $386.5K | 5 | 2026-06-30 |
| Cva Family Office, LLC | $383.1K | 8 | 2026-06-30 |
| Merit Financial Group, LLC | $381.9K | 295 | 2026-06-30 |
| Global Retirement Partners LLC | $370.6K | 491 | 2026-06-30 |
| Elk River Wealth Management LLC | $367.3K | 1 | 2026-06-30 |
| Globalt Investments LLC / Ga | $367.3K | 12 | 2026-06-30 |
| Prime Capital Financial | $360.6K | 265 | 2026-06-30 |
| Cornerstone Wealth Management, LLC | $358.2K | 0 | 2026-06-30 |
| Everest Financial Group LLC | $356.6K | 12 | 2026-06-30 |
| Wealthgarden F.S. LLC | $350.5K | 5 | 2026-06-30 |
| Stephens Inc /ar | $346.6K | 243 | 2026-06-30 |
| Jacksonville Wealth Management, LLC | $343.5K | 5 | 2026-06-30 |
| Vima LLC | $340.5K | 12 | 2026-06-30 |
| Beaumont Financial Advisors, LLC | $339.6K | 16 | 2026-06-30 |
| Jaffetilchin Investment Partners, LLC | $336.4K | 0 | 2026-03-31 |
| Bryn Mawr Trust Advisors, LLC | $335.8K | 55 | 2026-06-30 |
| Pinnacle Wealth Management Advisory Group, LLC | $333.7K | 10 | 2026-06-30 |
| Csenge Advisory Group | $333.1K | 75 | 2026-06-30 |
| Sloy Dahl & Holst, LLC | $331.1K | 6 | 2026-06-30 |
| River Street Advisors LLC | $328.4K | 10 | 2026-06-30 |
| World Investment Advisors | $324.6K | 359 | 2026-06-30 |
| Urban Wealth Management, LLC | $316.7K | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $315.9K | 0 | 2026-06-30 |
| Cura Wealth Advisors, LLC | $314.8K | 1 | 2026-06-30 |
| Pvg Asset Management Corp | $314.5K | 9 | 2026-06-30 |
| Centerpoint Advisory Group | $312.3K | 5 | 2026-06-30 |
| Lake Street Private Wealth, LLC | $308.7K | 6 | 2026-06-30 |
| Fifth Third Bancorp | $308.6K | 0 | 2026-06-30 |
| Choreo, LLC | $300.4K | 148 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $299.1K | 72 | 2026-06-30 |
| Rathbones Group PLC | $299.1K | 0 | 2026-06-30 |
| The Salvetti Group | $297.5K | 6 | 2026-06-30 |
| Global Financial Private Client, LLC | $293.4K | 5 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $285.3K | 386 | 2026-06-30 |
| Client 1st Advisory Group, LLC | $282.8K | 7 | 2026-06-30 |
| Moors & Cabot, Inc. | $281.2K | 82 | 2026-06-30 |
| Nicholas Hoffman & Company, Llc. | $280.9K | 13 | 2026-06-30 |
| Sigma Planning Corp | $274.5K | 474 | 2026-06-30 |
| Berkshire Asset Management Llc/pa | $269.5K | 7 | 2026-06-30 |
| Elco Management Co., LLC | $266.5K | 6 | 2026-06-30 |
| Roberts Glore & Co Inc /il | $264.9K | 0 | 2026-06-30 |